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Current Employers
Quotient Wealth Partners, Llc

5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-05
  • TX RA
    APPROVED
    Since 2023-09-05

Branch Locations

5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States

222 West Las Colinas Blvd. Ste, 1650, Irving, TX 75039 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs Personal Financial Management Irving TX 10/2011 08/2023
Girard Securities San Diego CA 10/2011 11/2017
Cetera Advisor Networks Llc El Segundo CA 11/2017 08/2020
Quotient Wealth Partners, Llc Irving TX 09/2023 Present
Mercer Allied Company, L.P. Irving TX 09/2020 08/2023
  • 10/2011 → 08/2023
    Goldman Sachs Personal Financial Management
    Irving, TX
  • 10/2011 → 11/2017
    Girard Securities
    San Diego, CA
  • 11/2017 → 08/2020
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 09/2023 → Present
    Irving, TX
  • 09/2020 → 08/2023
    Mercer Allied Company, L.P.
    Irving, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-16
  • S66 Uniform Combined State Law Examination
    2003-01-16
Other Names
  • Larry Jackson
  • Larry D. Jackson

View on SEC IAPD

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